Blogs    Contact Us    

Purchasing Modules

Automate your supplier interactions and purchasing functions with full traceability and visibility.

Track your purchasing from start to finish. Automate complex purchasing processes and decisions for a streamlined supply chain. 

Auto AP Creation

  • Configure and control automatic creation of pending accounts payable (AP) records when material is received
  • Take advantage of the evaluated receipts methodology (also known as “three-way match”) for reconciled voucher records

Requests for Quotation (RFQ)

  • Issue, track and manage the lifecycle of requests for quotation (RFQs) to suppliers and bids from your suppliers
  • Create RFQs with multiple details lines with different price points and specification attachments – for parts, items, and services
  • Optionally, convert one or more requisitions to an RFQ, and also choose to link the RFQ with an Engineering Change Request (ECR) and/or a customer quote
  • Issue RFQs to specific suppliers based on their ratings, even at the detail line level, and capture suppliers’ responses against those RFQs
  • Compare RFQ responses for your sourcing decision

Inbound Shipping

  • Plan and prepare for the pickup and shipment of incoming goods ordered via the purchasing system

Purchase Orders

  • Create and maintain purchase orders (POs), including blanket POs and one-time “spot buys”
  • Control blanket PO release schedules via material requirements planning (MRP)
  • Email or fax POs and release schedules directly from the screen, or share the same  via the supplier portal or send them via electronic data interchange (EDI)
  • Define and apply standard clause text (also called “boilerplates”) by PO type and customize to suit your specific business needs
  • Use automated workflow for electronic review and approval of POs based on user roles and authority


  • Enable users to easily request common items and services
  • Use automated workflow for electronic review and approval of POs based on user roles and authority
  • Combine and add approved requisitions into new or existing purchase orders or RFQs

Supplier Returns

  • Track product returns and warranties with suppliers using serial and lot numbers

Subcontract Shipping/Receiving

  • Manage shipments of work-in-process inventory to subcontractors
  • Optimize shipment quantity to subcontractors based on lot or minimum quantity parameters
  • Track outside inventory, including return due dates, by subcontractor
  • Receive processed inventory with integrated quality inspections
  • Account for the consumption of ingredients or components used by subcontractors
  • Analyze and choose subcontractors based on their processing time as well as the quality of their work

Supplier List

  • Create and maintain a master list of suppliers, including their detailed address, contact and financial information
  • Maintain all supplier-related data such as status, rating and approval

Supplier Part

  • Manage multiple supplier-specific part records for each internal master part for easy integration into their businesses
  • Let suppliers view part information in Plex for the parts they supply

Supplier Pricing

  • Apply the correct pricing to spot-buys and recurring blanket releases by defining pricing components, price breaks and effective date range
  • Support centralized pricing with flexibility to accommodate local pricing factors like freight